Level Four Advisory Services’s WisdomTree WT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.44M Buy
124,851
+24,767
+25% +$285K 0.05% 311
2025
Q1
$893K Buy
100,084
+1,277
+1% +$11.4K 0.04% 369
2024
Q4
$1.04M Buy
98,807
+23,095
+31% +$242K 0.04% 339
2024
Q3
$784K Buy
75,712
+45,023
+147% +$466K 0.03% 415
2024
Q2
$304K Buy
+30,689
New +$304K 0.01% 609